WisdomTree US LargeCap Dividend Fund
418 hedge funds and large institutions have $3.15B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 131 reducing their positions, and 18 closing their positions.
111% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 18
3% more funds holding
Funds holding: 406 → 418 (+12)
1.16% more ownership
Funds ownership: 65.99% → 67.15% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
8% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 131
58% less capital invested
Capital invested by funds: $7.47B → $3.15B (-$4.31B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$94M |
| 2 |
LPL Financial
San Diego,
California
|
+$39.5M |
| 3 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$25.1M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$19.9M |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$9.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$53.7M |
| 2 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
-$48M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$27.4M |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$8.43M |
| 5 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$7.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ES
426
Eagle Strategies
New York
| – | -$226K | -2,907 | Closed |
|
|
CIC
427
Carnegie Investment Counsel
Pepper Pike,
Ohio
| – | -$217K | -2,786 | Closed |
|
|
KBFS
428
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| – | -$190K | -2,440 | Closed |
|
|
HI
429
Human Investing
Lake Oswego,
Oregon
| – | -$50.6K | -650 | Closed |
|
|
SAM
430
Synergy Asset Management
Vancouver,
Washington
| – | -$50.4K | -642 | Closed |
|
|
SMAM
431
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| – | -$46.5K | -598 | Closed |
|
|
EBA
432
Eagle Bay Advisors
New York
| – | -$45.3K | -582 | Closed |
|
|
LDB
433
Lee, Danner & Bass
Nashville,
Tennessee
| – | -$31.1K | -400 | Closed |
|
434
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$11.5K | -147 | Closed |
|
|
LFA
435
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| – | -$8.09K | -104 | Closed |
|
|
TRCT
436
Tower Research Capital (TRC)
New York
| – | -$7.93K | -102 | Closed |
|
|
FWM
437
FLP Wealth Management
Bentonville,
Arkansas
| – | -$7.55K | -97 | Closed |
|
DLN Hedge Fund Activity: Q1 2025 in Review
418 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q1 2025, worth a combined $3.15B — down 58% from $7.47B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new DLN positions and 18 closed out — a net gain of 20 holders — while 121 added to existing stakes and 131 trimmed.
The largest buyer was Trilogy Capital, opening a new position worth an estimated $94M. The largest seller was Bank of America, cutting an estimated $53.7M.
- 418 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q1 2025, up from 406 in Q4 2024.
- Funds reported $3.15B of WisdomTree US LargeCap Dividend Fund stock for Q1 2025, down 58% quarter-over-quarter.
- 38 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q1 2025 and 18 closed out, a net change of +20 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q1 2025 was Trilogy Capital, an estimated $94M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q1 2025 was Bank of America, an estimated $53.7M sold.
Based on aggregated 13F filings for Q1 2025.